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Walkthrough

This article provides a step-by-step explanation of how to implement TrustedForm certificate claims into your LeadConduit flow.

Before we begin: This article assumes you're able to post the TrustedForm certificate URL parameter to your LeadConduit flow successfully. If you need a refresher or you're unfamiliar with posting to LeadConduit, check out this article

Step 1: Select the "Add enhancement" option in your flow. 

 

Step 2: Scroll down, select the TrustedForm enhancement, click the "OK" button. 

Step 3: Decide where you would like the TrustedForm claim step to occur in your flow and place the step in that location.

Step 4: You can set rules to determine which leads will be sent to the TrustedForm claim step, and which leads will skip this step. 

Step 5: When the TrustedForm claim is not a success (errors, skips, failures), you'll want to set up a filter after the TrustedForm step to stop the flow and return a "Failure" response for the lead. Otherwise, LeadConduit will response with a success outcome even though the TrustedForm certificate was not claimed. 

Wrap-Up: If the TrustedForm claim step is successful, we'll store your claimed certificate for the amount of time you've specified. For more on TrustedForm claims and storage, check out our knowledge base articles.  

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